Taxes

• Charitable Giving
  Charitable Giving One of the most fulfilling personal contributions you can make is to give back to those who have made a difference in your life. Whether you want to make a direct donation, designate a charity as your beneficiary, or establish a charitable trust, we’ll help you put together a gifting strategy that supports your philanthropic goals while providing optimal tax benefits.
• Tax Services
  A division of Synovus Securities, Inc. (SSI), Creative Financial Group provides comprehensive financial planning, asset management and tax services to corporate executives, small business owners, high-net-worth individuals and families. We pride ourselves on close, personal connections built on trust by offering in-house expertise and a comprehensive and ongoing review of our clients’ financial goals.
• Tax Deductions
  When it comes to saving for retirement, you can help by contributing to qualified programs that defer taxes during your earning years. From IRAs, which potentially allow you to enjoy tax deductions now, to annuities, which can provide a steady stream of income, we offer a wealth of options designed to help you retire on your terms.
• Income Tax
  529 College Savings Plan investments are offered through Synovus Securities, Inc. Information, including fees, expenses and sales charges, on the particular plan you have selected is available in the offering circular or official statement provided by the plan sponsor. Please read the information carefully prior to investing. Non-qualified withdrawals taxable as ordinary income in the extent of earnings and may also be subject to a 10% federal income tax penalty. Such withdrawals may have state income tax implications. State tax treatment of 529 Plans varies from state to state. Your state of residence, if different from the state offering the plan, may have additional features and/or tax benefits that are not available under the plan. Please consult your tax advisor prior to investing in your own or another state's 529 Plan. State-based benefits should be one of many appropriately weighted factors to be considered in making an investment decision. College Savings Plans have investment features similar to mutual funds or variable annuities. The value of your investment may fluctuate, and when redeemed, may be more or less than the original investment. Any dividend or interest is not guaranteed and may also fluctuate in value. Investors should consider personal investment objectives, risks, charges, and expenses as well as personal financial status, tax status and federal or state tax-related investment objectives carefully before investing. Back

Investment

• Investment Management
  Our investment management experts provide analysis of market trends to help you make wiser investment decisions. Click to read our monthly newsletter or watch recent financial media coverage.
• Mutual Funds
• Bonds
• Wealth Management
  At Synovus Private Wealth, wealth management isn't just a plan for today—it’s about building you a brighter future for decades and generations to come. That’s why we are here: to be there for you.

Planning

• Financial Planning
• Retirement Planning
  We’ll partner with you to provide financial advice for budget or debt management, retirement planning, education planning, protection planning, and more.
• Annuities
• Long Term Care
  While we can’t predict what the future holds, we can help you reduce financial risk by planning for the unknown with life, long-term care and disability insurance. You may need to replace income in the event of a death or disability, safeguard your savings if you or a loved has an extended illness or minimize the taxes associated with wealth transfer. We’ll help you understand and manage these risks, so you can protect your income, your loved ones and your business by being prepared.
• Asset Management
  Asset Allocation Having the right mix of stocks, bonds, cash and other investments in your portfolio is one of the most important investment decisions you can make. We’ll take a look at your goals, investment time frame and risk tolerance, analyze your current investments, and recommend changes designed to keep you on the right path to your financial destination
• Gifting Strategies
• College Funding
  529 College Savings Plan investments are offered through Synovus Securities, Inc. Information, including fees, expenses and sales charges, on the particular plan you select is available in the offering circular or official statement provided by the plan sponsor. Please read the information carefully prior to investing. Back